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In this episode, Mike LaMena speaks to Mike James, Executive Vice President and Chief Sales Officer at NFP.

In the spring of any presidential election year, questions roll in about party, policy, the growing political divide, and what that means for capital markets. What would various political scenarios mean for stocks? What happens if a particular tax policy proposal becomes law? Although situation and scenario-specific, in most cases, we do not urge action related to investments and asset allocation, but often will suggest action related to tax and financial planning. History shows us that there

Although many things have changed since the first version of this missive in the fall of 2017, the threat from identity theft, unfortunately, is not one of them. It is still one of the most pervasive crimes in the U.S. (and the world) today, just like it was back then. And as a reminder, identity theft involves the unauthorized acquisition and use of someone’s personal information, such as social security numbers, credit card numbers, or bank account details, to commit fraud or other crimes. As

Wealthspire Advisors (“Wealthspire”), an NFP company and independent registered investment advisor (RIA) firm with $28.98 billion1 in assets under management (AUM), is pleased to share that Frank Marzano, CFP®, CPA, managing director, was inducted into the 2024 Barron’s Advisor Hall of Fame. This achievement is only bestowed once every two years to advisors who have graced the esteemed financial publication’s annual Top 100 Advisor ranking for at least 10 years. Marzano was among ten advisors i

New York, October 1, 2024 – Wealthspire Advisors LLC (“Wealthspire”), an NFP company and top-ranked1 independent registered investment advisor (RIA), today announced the launch of its Reno-based podcast series, Sage Advice, hosted by managing director and advisor, Brian Loy. “I am delighted to bring the Sage Advice podcast to life under the Wealthspire brand,” said Brian Loy. “As a former business owner based in Reno, it is my pleasure to amplify the voices of our community and share wisdom fro